The Perfect Power Duo for the Venezuela Comeback: Why I Favor SLB (i) and EPD now!
With this duo, one secures an interesting mix of aggressive growth from the massive refurbishment needs (SLB) and defensive, high dividend income (EPD).
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I rarely search for the "one" winner, but rather for the perfect strategic synergy in the portfolio. That’s why I am strongly inclined in the current geopolitical situation to favor SLB (SLB) and Enterprise Products Partners (EPD) . To me, these two stocks represent the ideal power duo to cover the entire value chain of the upcoming "Heavy Crude" boom – without having to bet directly on the volatile oil price. The logic is compelling: Venezuelan infrastructure is a wreck. Before oil flows, billions of USD must be pumped into the refurbishment....
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